Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

Institutional Holders · 13F

First-hand SEC EDGAR 13F-HR institutional holdings: the top 25 holders ranked by market value, plus the largest adds and trims this quarter. Quarter 2026-03-31.

Ownership

Institutions30.6%
Insiders8.7%
Institutions Count81
Institutions 30.6%Insiders 8.7%Float (Other) 60.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$67.79MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Minerva Advisors LLCCIK 0001541536
567,621$9.75M–no_change
BlackRock, Inc.CIK 0002012383
539,781$9.27M-577↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
455,789$7.83M-4,311↓ DEC
North Star Investment Management Corp.CIK 0001342857
422,345$7.25M-5,767↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
397,937$6.83M+397,937NEW
Rehmann Capital Advisory GroupCIK 0001633037
309,213$5.31M–no_change
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
223,710$3.84M+1,714↑ INC
STATE STREET CORPCIK 0000093751
135,823$2.33M-4,587↓ DEC
Bank of New York Mellon CorpCIK 0001390777
92,164$1.58M-2,597↓ DEC
MORGAN STANLEYCIK 0000895421
90,458$1.55M-27,709↓ DEC
NORTHERN TRUST CORPCIK 0000073124
83,510$1.43M+5,862↑ INC
Mork Capital Management, LLCCIK 0001626494
80,000$1.37M–no_change
PEOPLES BANK /OHCIK 0000934866
65,316$1.12M–no_change
De Lisle Partners LLPCIK 0002011184
64,296$1.10M-14,233↓ DEC
Northstar Group, Inc.CIK 0001631408
60,500$1.04M-6,000↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
58,844$1.01M+58,844NEW
VANGUARD FIDUCIARY TRUST COCIK 0000933478
51,299$880.80K+51,299NEW
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
41,986$720.90K+25,927↑ INC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
41,808$717.84K–no_change
CITADEL ADVISORS LLCCIK 0001423053
35,393$607.70K+18,967↑ INC
RITHOLTZ WEALTH MANAGEMENTCIK 0001698218
32,675$561.03K+17,012↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
25,475$437.41K+13,630↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
25,087$430.74K-3,699↓ DEC
LPL Financial LLCCIK 0001403438
24,701$424.12K+809↑ INC
Advisor OS, LLCCIK 0001767580
22,595$387.96K+22,595NEW

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+397,937$6.83M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+58,844$1.01M
VANGUARD FIDUCIARY TRUST CONEW
+51,299$880.80K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+25,927$720.90K
Advisor OS, LLCNEW
+22,595$387.96K
CITADEL ADVISORS LLC↑ INC
+18,967$607.70K
RITHOLTZ WEALTH MANAGEMENT↑ INC
+17,012$561.03K
GOLDMAN SACHS GROUP INC↑ INC
+13,630$437.41K
BAILARD, INC.NEW
+11,430$196.25K
JANE STREET GROUP, LLC↑ INC
+6,497$309.56K

Top Trims (Sellers)

FilerΔ SharesValue
MORGAN STANLEY↓ DEC
-27,709$1.55M
De Lisle Partners LLP↓ DEC
-14,233$1.10M
BARCLAYS PLC↓ DEC
-13,651$39.65K
JPMORGAN CHASE & CO↓ DEC
-8,454$73.16K
WELLS FARGO & COMPANY/MN↓ DEC
-7,595$83.45K
Northstar Group, Inc.↓ DEC
-6,000$1.04M
North Star Investment Management Corp.↓ DEC
-5,767$7.25M
DEUTSCHE BANK AG\↓ DEC
-4,814$52.13K
STATE STREET CORP↓ DEC
-4,587$2.33M
DIMENSIONAL FUND ADVISORS LP↓ DEC
-4,311$7.83M